Netflix (NASDAQ: NFLX) opened 2026 with a prediction that it would crush the S&P 500 through 2030. Six weeks later, the stock has fallen 12.32% year-to-date to $82.21, underperforming the broader market by roughly 13 percentage points. This disconnect reflects questions about whether streaming’s growth trajectory remains intact. The Bear Case: Structural Headwinds Mount Netflix’s ... Is Netflix’s ...
Netflix (NASDAQ: NFLX) opened 2026 with a prediction that it would crush the S&P 500 through 2030. Six weeks later, the stock has fallen 12.32% year-to-date to $82.21, underperforming the broader market by roughly 13 percentage points. This disconnect reflects questions about whether streaming’s growth trajectory remains intact. The Bear Case: Structural Headwinds Mount Netflix’s ... Is Netflix’s 10% Dip a Buying Opportunity or a Warning Sign?
Juanmonino/iStock Unreleased via Getty Images Kraft Heinz’s ( KHC ) fourth quarter results reflected higher commodity costs and targeted price increases that undermined sales in certain categories, resulting in a significant erosion in the company’s unadjusted profit and compressed its profit margin. Led by softer sales in North America, net sales were down 3.5% in the final quarter of the year to...
Juanmonino/iStock Unreleased via Getty Images Kraft Heinz’s ( KHC ) fourth quarter results reflected higher commodity costs and targeted price increases that undermined sales in certain categories, resulting in a significant erosion in the company’s unadjusted profit and compressed its profit margin. Led by softer sales in North America, net sales were down 3.5% in the final quarter of the year to $6.35B, missing expectations by $20M. The 4.1 percentage point decline in volume/mix was primarily driven by declines in cold cuts, coffee, bacon, and its Ore-Ida frozen business. Accordingly, softer sales and other charges contributed to an unadjusted profit of $0.55, down 69% from a year ago. This reflected a recognized $3.0B non-U.S. deferred tax asset and associated valuation allowance of $600M related to the transfer of certain businesses to a Netherland’s subsidiary. Excluding these and other items, earnings declined 20% to a less than feared $0.67 per share, beating expectations by $0.06. Adjusted gross profit margin decreased 130 basis points to 33.1%. For FY26, Kraft Heinz ( KHC ) expects organic net sales to be down 1.5% to down 3.5%, which includes a ~100 basis point impact from SNAP headwinds. This will contribute to an adjusted profit of $1.98 to $2.10 per share, below the consensus estimate of $2.49. The results, however, were eclipsed by the company’s announcement to pause its divestiture plan and invest $600M to return the business to profitable growth. “Since joining the company, I have seen that the opportunity [to build meaningful shareholder value, better serve customers, and contemporize iconic brands] is larger than expected and that many of our challenges are fixable and within our control.” Said Kraft Heinz CEO Steve Cahillane. “My number one priority is returning the business to profitable growth, which will require ensuring all resources are fully focused on the execution of our operating plan. As a result, we believe it is prudent to pause work r...
Electricity Demand Is Surging, The Grid Isn't Ready: IEA By Tsvetana Paraskova of OilPrice.com International Energy Agency says global electricity demand is growing at its fastest pace in 15 years, set to rise more than 3.5% annually through 2030. While renewables, nuclear, and natural gas are expanding rapidly, grid infrastructure is becoming the key bottleneck, with over 2,500 GW of power and lo...
Electricity Demand Is Surging, The Grid Isn't Ready: IEA By Tsvetana Paraskova of OilPrice.com International Energy Agency says global electricity demand is growing at its fastest pace in 15 years, set to rise more than 3.5% annually through 2030. While renewables, nuclear, and natural gas are expanding rapidly, grid infrastructure is becoming the key bottleneck, with over 2,500 GW of power and load projects stuck in connection queues worldwide. Grid investment must rise about 50% above current levels to keep pace, with BloombergNEF and Goldman Sachs warning that persistent grid constraints could trigger power shortages and even undermine the U.S. position in the global AI race Global electricity demand is rising at the fastest pace in 15 years and will continue to do so at least until the end of the decade as AI infrastructure, advanced manufacturing, and electrification have ushered in The Age of Electricity, the International Energy Agency (IEA) says. Global power demand is expected to grow by more than 3.5% per year on average through the end of the decade, the agency said in its new Electricity 2026 report . Renewables, nuclear, and natural gas are the big winners of the electricity demand boom, but the rise in all these power-generating sources would not mean anything if they struggle to connect to the grid. Power Demand Surge Global electricity demand increased by 3% annually in 2025, following growth of 4.4% in 2024, the IEA said in the report. Between 2026 and 2030, the annual average growth rate would be 3.6%, driven by higher consumption from industry, electric vehicles (EVs), air conditioning, and data centers, according to the agency. While emerging economies, including China, India, and the Southeast Asian region, will drive 80% of the additional power demand by 2030, advanced economies see growth in electricity demand after 15 years of stagnation, the IEA said. Artificial intelligence, data centers, and advanced manufacturing support the return to gro...
Greetings from Mexico City's iconic boulevard, where a dog on a bike steals the show Eyder Peralta/NPR Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. Every Sunday, Mexico City shuts down the Paseo de la Reforma, the most important street in the country, to car traffic. That means that each week more than 100,000 p...
Greetings from Mexico City's iconic boulevard, where a dog on a bike steals the show Eyder Peralta/NPR Far-Flung Postcards is a weekly series in which NPR's international team shares moments from their lives and work around the world. Every Sunday, Mexico City shuts down the Paseo de la Reforma, the most important street in the country, to car traffic. That means that each week more than 100,000 people get on bikes and skates and rollerblades to roll past some of the most iconic parts of Mexico's capital city. It is my favorite weekly ritual in a city full of rituals, because it showcases the enormity and diversity of this city. I've seen gangs of clowns and gaggles of vatos on lowrider bikes. You see families and runners and older ladies dancing Zumba in the shadow of the Angel of Independence statue. The city and its tribes are on full display. Sponsor Message Last weekend, I met Benji, an 8-year-old pup who has been riding in his owner's basket for two years. And the good pup that he is, he always wears a helmet and sunglasses. See more photos from around the world:
Wealthfront Advisers LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 95,396 shares of the semiconductor manufacturer's stock after purchasing an additional 8,489 shares during the quarter. Wealthfront Advisers LLC's holdings in Micron Technology ...
Wealthfront Advisers LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 9.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 95,396 shares of the semiconductor manufacturer's stock after purchasing an additional 8,489 shares during the quarter. Wealthfront Advisers LLC's holdings in Micron Technology were worth $15,962,000 as of its most recent SEC filing. Get Micron Technology alerts: Sign Up Other large investors have also recently bought and sold shares of the company. Edgemoor Investment Advisors Inc. bought a new position in shares of Micron Technology during the third quarter worth $227,000. Arista Wealth Management LLC acquired a new stake in Micron Technology during the 3rd quarter worth $509,000. AlTi Global Inc. acquired a new stake in Micron Technology during the 3rd quarter worth $1,453,000. Profund Advisors LLC lifted its holdings in Micron Technology by 1.7% during the third quarter. Profund Advisors LLC now owns 155,473 shares of the semiconductor manufacturer's stock worth $26,014,000 after acquiring an additional 2,597 shares in the last quarter. Finally, Midwest Financial Group LLC lifted its holdings in Micron Technology by 1.9% during the third quarter. Midwest Financial Group LLC now owns 23,325 shares of the semiconductor manufacturer's stock worth $3,903,000 after acquiring an additional 425 shares in the last quarter. Institutional investors own 80.84% of the company's stock. Micron Technology Price Performance NASDAQ MU opened at $373.05 on Wednesday. The firm's 50 day moving average is $324.22 and its 200-day moving average is $226.41. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $419.87 billion, a PE ratio of 35.46 and a beta of 1.51. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. Micron Technology (NASDAQ:MU -...
The persistent tuberculosis cases in Malaysia are indicative of an outbreak that could be under-reported for a disease that is easy to diagnose and treat, according to medical experts. Malaysia had detected 10 active TB clusters nationwide as of February 7, with a total of 2,571 cases. Four of these clusters – defined by health authorities as two or more epidemiologically linked cases identified w...
The persistent tuberculosis cases in Malaysia are indicative of an outbreak that could be under-reported for a disease that is easy to diagnose and treat, according to medical experts. Malaysia had detected 10 active TB clusters nationwide as of February 7, with a total of 2,571 cases. Four of these clusters – defined by health authorities as two or more epidemiologically linked cases identified within a specific setting or time frame – were found in Selangor, Malaysia’s most populous state. The other clusters were in Johor, Kedah, Kelantan, Pahang, Perlis and Sabah. Advertisement Last year, the health ministry recorded 88 TB clusters involving 254 cases nationwide. While most of these clusters were contained, 35 clusters remained active in early 2026. These lingering clusters were found in Selangor, Sarawak, Kedah, Kuala Lumpur, Putrajaya, Johor, Kelantan and Terengganu. “I would describe TB as what we call a slow-burn epidemic,” said Venu Gopalan, a Kuala Lumpur-based doctor, pointing to a steady rise in TB cases over the last decade. Advertisement The World Health Organization has warned that Malaysia’s TB cases may be under-reported. While the country has reported an incidence rate of about 70 TB infections per 100,000 people from 2023 to 2024, the UN agency has estimated that the actual number could be closer to 110 per 100,000.
Wesbanco Bank Inc. increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 39.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the company's stock after purchasing an additional 4,019 shares during the quarter. Wesbanco Bank Inc.'s holdings in Palantir Technol...
Wesbanco Bank Inc. increased its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 39.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the company's stock after purchasing an additional 4,019 shares during the quarter. Wesbanco Bank Inc.'s holdings in Palantir Technologies were worth $2,569,000 as of its most recent filing with the Securities and Exchange Commission. Get Palantir Technologies alerts: Sign Up A number of other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Palantir Technologies in the second quarter worth approximately $3,307,457,000. Vanguard Group Inc. boosted its stake in Palantir Technologies by 3.6% in the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after purchasing an additional 7,194,216 shares during the period. State Street Corp grew its position in Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company's stock worth $12,879,667,000 after purchasing an additional 6,097,629 shares in the last quarter. Invesco Ltd. grew its position in Palantir Technologies by 16.0% during the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company's stock worth $2,806,182,000 after purchasing an additional 2,838,300 shares in the last quarter. Finally, Clear Street LLC acquired a new stake in Palantir Technologies during the 2nd quarter valued at $295,508,000. 45.65% of the stock is owned by hedge funds and other institutional investors. Key Stories Impacting Palantir Technologies Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Price Performance PLTR opened at $139.45 on Wednesday. The company has a market capitalization of $332.37 billion, a PE ratio of 221.35, a price-to-earnings-grow...
(RTTNews) - Blackstone Mortgage Trust Inc. (BXMT) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings totaled $39.56 million, or $0.24 per share. This compares with $37.19 million, or $0.21 per share, last year. The company's revenue for the period rose 39.2% to $159.32 million from $114.45 million last year. Blackstone Mortgage Trust Inc....
(RTTNews) - Blackstone Mortgage Trust Inc. (BXMT) released a profit for its fourth quarter that Increased, from the same period last year The company's earnings totaled $39.56 million, or $0.24 per share. This compares with $37.19 million, or $0.21 per share, last year. The company's revenue for the period rose 39.2% to $159.32 million from $114.45 million last year. Blackstone Mortgage Trust Inc. earnings at a glance (GAAP) : -Earnings: $39.56 Mln. vs. $37.19 Mln. last year. -EPS: $0.24 vs. $0.21 last year. -Revenue: $159.32 Mln vs. $114.45 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here. The Fund increased considerably in the fourth quarter, returning 19.07% (Institutional Shares). It outperformed both the Russell Midcap Growth Index (the Benchmark), which returned -3.70%, and the broader Russell 3000 Index, which returned 2.40% in the q...
Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here. The Fund increased considerably in the fourth quarter, returning 19.07% (Institutional Shares). It outperformed both the Russell Midcap Growth Index (the Benchmark), which returned -3.70%, and the broader Russell 3000 Index, which returned 2.40% in the quarter. The Fund returned 24.86% in the calendar year, significantly outperforming the Russell Midcap Growth Index, which posted a return of 8.66%, and the Russell 3000 Index, which returned 17.15%. The Fund focuses on long-term investments in a non-diversified portfolio of well-managed growth businesses at attractive prices across market caps. It has consistently delivered strong absolute and relative performance over the long term. The Fund has seen substantial appreciation during good times and has preserved value during challenging periods. Please review the Fund’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Baron Partners Fund highlighted Tesla, Inc. (NASDAQ:TSLA). Tesla, Inc. (NASDAQ:TSLA) is an American company that manufactures electric vehicles and energy generation and storage systems. On February 10, 2026, Tesla, Inc. (NASDAQ:TSLA) stock closed at $425.21 per share. One-month return of Tesla, Inc. (NASDAQ:TSLA) was -3.19%, and its shares are up 26.36% over the past twelve months. Tesla, Inc. (NASDAQ:TSLA) has a market capitalization of $1.596 trillion. Baron Partners Fund stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: "In 2025, we exited 30.5% of our position in Tesla, Inc. (NASDAQ:TSLA). We are extremely confident in the company’s prospects and ability to become a significantly more valuable business. The Fund completed its purchase of Tesla shares in 2016 with an ending portfolio weight of 9.6% of total investments. Its average cost of al...
Treasuries slumped after stronger-than-expected US employment data prompted traders to pare their expectations for Federal Reserve interest-rate cuts this year. The move pushed yields across maturities higher on Wednesday, with the two-year’s — which is most sensitive to the central bank’s policy changes — jumping nearly eight basis points to 3.53%. Traders priced in the Fed’s next rate cut in Jul...
Treasuries slumped after stronger-than-expected US employment data prompted traders to pare their expectations for Federal Reserve interest-rate cuts this year. The move pushed yields across maturities higher on Wednesday, with the two-year’s — which is most sensitive to the central bank’s policy changes — jumping nearly eight basis points to 3.53%. Traders priced in the Fed’s next rate cut in July, from June previously. “The market came into this expecting a weak number and got the opposite,” said John Briggs , head US rates strategy at Natixis. “As for market pricing of cuts, it’s falling as one would expect given the Fed’s focus on the labor market.” Read more: US Payrolls Rise 130,000, Unemployment Rate Unexpectedly Falls Interest-rate swaps after the data showed traders see less than 5% of a chance that policymakers lower rates when they meet in March. Traders have priced in a total of 49 basis points of policy easing by December – implying about two quarter-point rate cuts this year, compared with 59 basis points on Tuesday. Non-farm payrolls increased 130,000 last month, more than double the median estimate of economists surveyed by Bloomberg. The unemployment rate fell to 4.3%, from 4.4%, according to Bureau of Labor Statistics data out Wednesday. Treasuries rallied on Monday after National Economic Council Director Kevin Hassett said lower US jobs numbers can be expected in the months ahead. The gains accelerated Tuesday, after a weak retail sales report showed a loss of consumer spending momentum at the end of the holiday-shopping season, reflecting anxiety about the cost of living and slowing job growth.
(RTTNews) - A closely watched report released by the Labor Department on Wednesday showed employment in the U.S. increased by much more than expected in the month of January. The Labor Department said non-farm payroll employment jumped by 130,000 jobs in January after rising by a downwardly revised 48,000 jobs in December. Economists had expected employment to climb by 70,000 jobs compared to the ...
(RTTNews) - A closely watched report released by the Labor Department on Wednesday showed employment in the U.S. increased by much more than expected in the month of January. The Labor Department said non-farm payroll employment jumped by 130,000 jobs in January after rising by a downwardly revised 48,000 jobs in December. Economists had expected employment to climb by 70,000 jobs compared to the addition of 50,000 jobs originally reported for the previous month. The report also said the unemployment rate edged down to 4.3 percent in January from 4.4 percent in December, while economists had expected the unemployment rate to remain unchanged. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - NNN REIT Inc. (NNN) released a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $95.95 million, or $0.51 per share. This compares with $97.89 million, or $0.52 per share, last year. The company's revenue for the period rose 9.1% to $238.39 million from $218.48 million last year. NNN REIT Inc. earnings at a glance (GAAP) : -Earnings: ...
(RTTNews) - NNN REIT Inc. (NNN) released a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $95.95 million, or $0.51 per share. This compares with $97.89 million, or $0.52 per share, last year. The company's revenue for the period rose 9.1% to $238.39 million from $218.48 million last year. NNN REIT Inc. earnings at a glance (GAAP) : -Earnings: $95.95 Mln. vs. $97.89 Mln. last year. -EPS: $0.51 vs. $0.52 last year. -Revenue: $238.39 Mln vs. $218.48 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
s-c-s/iStock via Getty Images Federal aviation officials have temporarily stopped air traffic in and out of El Paso, Texas. grounding flights through late Feb. 20 under what the agency described as "special security reasons." The Federal Aviation Administration said it has designated the affected zone as "national defense airspace" and warned that the "government may use deadly force" against an a...
s-c-s/iStock via Getty Images Federal aviation officials have temporarily stopped air traffic in and out of El Paso, Texas. grounding flights through late Feb. 20 under what the agency described as "special security reasons." The Federal Aviation Administration said it has designated the affected zone as "national defense airspace" and warned that the "government may use deadly force" against an aircraft if it is "determined that the aircraft poses an imminent security threat." The agency didn't disclose further details about the nature of the security concern. The restrictions apply to aircraft flying below 18,000 feet, allowing planes at cruising altitude to pass over the city. The FAA also cautioned that pilots who violate the order "may be intercepted, detained and interviewed by law enforcement/security personnel" and could face civil fines, certificate suspension or revocation and possible criminal prosecution. El Paso International Airport confirmed the shutdown in a social media advisory, stating, "All flights to and from El Paso are grounded, including commercial, cargo and general aviation. The FAA has issued a flight restriction halting all flights to and from El Paso effective from February 10 at 11:30 PM (MST) to February 20 at 11:30PM (MST). Travelers should contact their airlines to get most up-to-date flight status information." In a separate statement, the airport said the directive was issued "on short notice" and applies as well to "our neighboring community, Santa Teresa, NM." Airport officials added that, "Airport staff has reached out to the FAA, and we are pending additional guidance. In the meanwhile, commercial airlines operating out of El Paso are being informed of the restriction." Rep. Veronica Escobar, a Democrat whose district includes El Paso, described the move as "highly consequential" and "unprecedented," saying it has "resulted in significant concern within the community." However, she added, "From what my office and I have been ab...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
In this article CVX COP XOM Follow your favorite stocks CREATE FREE ACCOUNT An oil pumpjack at Lake Maracaibo in Cabimas, Venezuela, Jan. 27, 2026. Leonardo Fernandez Viloria | Reuters The U.S. Treasury Department on Tuesday issued a general license to facilitate the exploration and production of oil and gas in Venezuela, a long-awaited step that could help increase output in the country. Washingt...
In this article CVX COP XOM Follow your favorite stocks CREATE FREE ACCOUNT An oil pumpjack at Lake Maracaibo in Cabimas, Venezuela, Jan. 27, 2026. Leonardo Fernandez Viloria | Reuters The U.S. Treasury Department on Tuesday issued a general license to facilitate the exploration and production of oil and gas in Venezuela, a long-awaited step that could help increase output in the country. Washington has relaxed sanctions on Venezuela's energy industry since U.S. forces captured President Nicolas Maduro in early January. It previously granted several general licenses to facilitate oil exports, storage, imports and sales from Venezuela. Oil drillers need U.S. authorization to use specialized equipment in Venezuela and to import rigs required to expand the country's oil output, currently at almost 1 million barrels per day. The U.S. Energy Information Administration said on Tuesday Venezuela's crude production could see an increase of up to 20% in the coming months. The new general license authorizes the provision of U.S. goods, technology, software or services for the exploration, development or production of oil and gas in Venezuela, it says. The permit mandates that any contract for the authorized transactions to be signed with Venezuela's government or state energy company PDVSA must follow U.S. laws, with disputes to be resolved in the United States. Payments to any sanctioned entity must be made into a U.S.-overseen fund, it adds. The license does not authorize "the formation of new joint ventures or other entities in Venezuela to explore or produce oil or gas." Transactions to maintain oil or gas operations, including equipment repairs for exploration or production were authorized. The government of interim President Delcy Rodriguez, which took office in January, agreed to a flagship $2 billion oil supply deal with the U.S. that has allowed exports to bounce after reaching minimum levels in December amid a U.S. blockade. Washington has since drafted an ambitious...